Year End Financial & Tax Planning Tips

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON December, 01, 2016
A take-off on the old adage “significant savings can often be had to those who don’t wait” states the case with year-end tax planning.  A few smart moves prior to Dec. 31st can make a significant difference in your April...

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Will Your Tax Plan Help Sustain Your Retirement Nest Egg

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON May, 28, 2016
“Goodbye tension, hello pension.” This well-known retirement quip speaks to the financial security we hope to achieve when work becomes optional. With the demise of employer-sponsored pension plans, however, creating a sustainable lifetime income stream can seem more challenging than...

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Effective Tax Planning for Annuity Withdrawals

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON March, 25, 2016
Effectively managing the income taxes in your investment portfolio can make a significant difference in your retirement.  The question is, How well are you doing? Since the 07-08 financial crisis, investors concerned about their retirement have benefited from using some...

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ESTATE TAX PORTABILITY: DO YOU STILL NEED A TRUST?

POSTED BY MALONEADMIN ON January, 16, 2016
As you may already know, we each can now shelter up to $11.58 million ($23.16M for couples) from estate taxes as assets pass to our heirs.*  The new tax law preserves portability, which was introduced in a revision of tax...

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